Holders — by stockHoldings — by fund
RV Capital AG
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001766596
$382.9M
disclosed book value
13
positions
30.3%
largest position share
Positions, as of 2026-06-30
top 13 of 13 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CVNACARVANA CO | 1.8M | $116.1M | 30.3% |
| 2 | METAMETA PLATFORMS INC | 138,997 | $78.3M | 20.4% |
| 3 | CACCCREDIT ACCEP CORP MICH | 108,272 | $68.9M | 18% |
| 4 | IBKRINTERACTIVE BROKERS GROUP IN | 561,086 | $48.8M | 12.8% |
| 5 | HTHTH WORLD GROUP LTD | 513,413 | $21.4M | 5.6% |
| 6 | YUMCYUM CHINA HLDGS INC | 398,021 | $16.3M | 4.2% |
| 7 | MSFTMICROSOFT CORP | 33,100 | $12.3M | 3.2% |
| 8 | GOOGLALPHABET INC | 32,520 | $11.6M | 3% |
| 9 | DEDEERE & CO | 5,001 | $3.2M | 0.8% |
| 10 | PAYCPAYCOM SOFTWARE INC | 21,395 | $2.7M | 0.7% |
| 11 | CRMSALESFORCE INC | 15,511 | $2.4M | 0.6% |
| 12 | MORNMORNINGSTAR INC | 3,700 | $577,274 | 0.2% |
| 13 | SPOTSPOTIFY TECHNOLOGY S A | 500 | $229,565 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.